Plan Snapshot
- Plan Sponsor: White Motor Corporation Retiree Benefit Trust C/O Benefit Admin. Servi
- Sponsor EIN: 341388262
- Sponsor Address: 26301 CURTISS-WRIGHT PKWY, RICHMOND HTS, OH, 44143
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $8.3M | $0 | $3,377 |
| 2023 | 0 | $9.0M | $0 | $7,637 |
| 2022 | 0 | $9.3M | $0 | $9,807 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BENEFITS ADMINISTRATIVE SERVICES CO | Other Service Provider | $125,345 | — | $125,345 |
| CIUNI & PANICHI, INC. | Other Service Provider | $43,558 | — | $43,558 |
| JOHN T. GRIGSBY | Other Service Provider | $42,340 | — | $42,340 |
| MILLIMAN | Recordkeeper | $26,105 | — | $26,105 |
| DREW DAVIDOFF | Other Service Provider | $21,750 | — | $21,750 |
| RICHARD LICHTENSTEIN | Other Service Provider | $21,750 | — | $21,750 |
| CDS ADMINSTRATORS, INC. | Other Service Provider | $8,490 | — | $8,490 |
| PRINCIPAL | Other Service Provider | $5,271 | — | $5,271 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $294,609
- Estimated Expense Ratio: 3.545% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $324,996 | $5,271 | $133,835 | $47,229 | — |
| 2023 | $348,309 | $6,212 | $96,093 | $54,872 | — |
| 2022 | $295,455 | $6,281 | $110,543 | — | $70,055 |